Householder Group Estate & Retirement Specialist’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-316
| Closed | -$14K | – | 761 |
|
|
2024
Q3 | $14K | Buy |
316
+2
| +0.6% | +$89 | ﹤0.01% | 764 |
|
|
2024
Q2 | $13K | Buy |
314
+2
| +0.6% | +$83 | ﹤0.01% | 766 |
|
|
2024
Q1 | $13.6K | Sell |
312
-313
| -50% | -$13.7K | ﹤0.01% | 748 |
|
|
2023
Q4 | $27K | Buy |
625
+4
| +0.6% | +$173 | 0.01% | 574 |
|
|
2023
Q3 | $26.1K | Buy |
+621
| New | +$26.1K | 0.01% | 576 |
|
|
2023
Q1 | $71K | Buy |
+1,567
| New | +$71K | 0.03% | 369 |
|
|
2022
Q4 | – | Sell |
-1,554
| Closed | -$67K | – | 572 |
|
|
2022
Q3 | $67K | Buy |
+1,554
| New | +$67K | 0.03% | 339 |
|